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Mid-America Apartment Communities

444 hedge funds and large institutions have $10.3B invested in Mid-America Apartment Communities in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 211 increasing their positions, 96 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

129% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 48

120% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 96

48% more capital invested

Capital invested by funds: $6.96B → $10.3B (+$3.31B)

14% more funds holding

Funds holding: 388444 (+56)

8% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $9.99M

6.27% less ownership

Funds ownership: 98.64%92.37% (-6.3%)

Holders
444
Holders Change
+56
Holders Change %
+14.43%
% of All Funds
11.1%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.15%
New
110
Increased
211
Reduced
96
Closed
48
Calls
$10.8M
Puts
$9.99M
Net Calls
+$823K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B +$705M +7,665,872 +66%
State Street
2
State Street
Massachusetts
$646M +$256M +2,784,004 +73%
Goldman Sachs
3
Goldman Sachs
New York
$479M +$182M +1,979,660 +68%
BIT
4
BlackRock Institutional Trust
California
$471M +$127M +1,379,997 +40%
Invesco
5
Invesco
Georgia
$461M +$92.2M +1,001,982 +27%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$359M +$182M +1,977,777 +117%
AAMU
7
APG Asset Management US
New York
$331M +$232M +2,522,517 +295%
O
8
OppenheimerFunds
New York
$269M +$64.8M +705,010 +34%
BFA
9
BlackRock Fund Advisors
California
$266M -$62M -674,208 -20%
Deutsche Bank
10
Deutsche Bank
Germany
$254M +$116M +1,263,084 +95%
JP Morgan Chase
11
JP Morgan Chase
New York
$178M -$127M -1,381,457 -43%
Cohen & Steers
12
Cohen & Steers
New York
$172M +$109M +1,189,941 +209%
Northern Trust
13
Northern Trust
Illinois
$167M +$69.9M +759,996 +81%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$152M +$52.5M +570,575 +58%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$152M -$19.8M -214,863 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$138M +$42M +457,161 +48%
BG
17
BlackRock Group
United Kingdom
$133M +$48.9M +531,322 +64%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$120M +$51.9M +564,147 +85%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$119M +$18.6M +202,536 +20%
Morgan Stanley
20
Morgan Stanley
New York
$114M -$11.4M -123,556 -10%
Charles Schwab
21
Charles Schwab
California
$105M +$43.3M +470,663 +78%
Ameriprise
22
Ameriprise
Minnesota
$97.9M -$4.77M -51,828 -5%
Norges Bank
23
Norges Bank
Norway
$95.6M +$30.9M +336,221 +53%
Renaissance Technologies
24
Renaissance Technologies
New York
$94.2M +$31.6M +343,741 +56%
Millennium Management
25
Millennium Management
New York
$83.6M +$65.4M +711,523 +502%

MAA Hedge Fund Activity: Q4 2016 in Review

444 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2016, worth a combined $10.3B — up 48% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MAA positions and 48 closed out — a net gain of 62 holders — while 211 added to existing stakes and 96 trimmed.

The largest buyer was Vanguard Group, adding an estimated $705M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 444 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2016, up from 388 in Q3 2016.
  • Funds reported $10.3B of Mid-America Apartment Communities stock for Q4 2016, up 48% quarter-over-quarter.
  • 110 funds opened new Mid-America Apartment Communities positions in Q4 2016 and 48 closed out, a net change of +62 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2016 was Vanguard Group, an estimated $705M added.
  • The largest Mid-America Apartment Communities seller in Q4 2016 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2016.